Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,402 institutions that hold shares in the stock, with a total of 5.15 Billion shares, which have been reported (via 13F filing form) to have a value of $2.1 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Capital Management LLC
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
17,016
shares
|
$6.95 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Telligent Fund, LP
Hong Kong, K3 |
Jan 27, 2025 Q4 2024 |
17,000
shares
|
$6.94 Million
6.82% of portfolio
|
Q4 2024
New holding
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
16,999
shares
|
$6.94 Million
4.05% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Vanderbilt University
Nashville, TN |
Jan 27, 2025 Q4 2024 |
16,952
shares
|
$6.92 Million
1.4% of portfolio
|
Q4 2024
Reduced 9.82%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
16,950
shares
|
$6.92 Million
3.96% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
16,942
shares
|
$6.92 Million
2.64% of portfolio
|
Q4 2024
Added 11.45%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
16,909
shares
|
$6.9 Million
2.77% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
16,884
shares
|
$6.89 Million
1.89% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
16,878
shares
|
$6.89 Million
1.44% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
16,866
shares
|
$6.88 Million
0.79% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
16,860
shares
|
$6.88 Million
0.86% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
16,856
shares
|
$6.88 Million
0.28% of portfolio
|
Q4 2024
Reduced 25.48%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
16,845
shares
|
$6.88 Million
4.91% of portfolio
|
Q3 2023
Reduced 4.04%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
16,789
shares
|
$6.85 Million
3.53% of portfolio
|
Q4 2024
Reduced 15.04%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
16,757
shares
|
$6.84 Million
2.92% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Sitrin Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
16,752
shares
|
$6.84 Million
3.78% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
16,746
shares
|
$6.84 Million
3.14% of portfolio
|
Q4 2024
New holding
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Feb 12, 2025 Q4 2024 |
16,740
shares
|
$6.83 Million
2.7% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
16,735
shares
|
$6.83 Million
1.33% of portfolio
|
Q1 2024
Added 2.84%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
16,687
shares
|
$6.81 Million
1.63% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
16,673
shares
|
$6.81 Million
1.53% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
16,663
shares
|
$6.8 Million
1.22% of portfolio
|
Q4 2024
Added 49.14%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
16,654
shares
|
$6.8 Million
3.17% of portfolio
|
Q4 2024
Reduced 8.98%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
16,637
shares
|
$6.79 Million
2.09% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
16,636
shares
|
$6.79 Million
1.75% of portfolio
|
Q4 2024
Reduced 0.15%
|